Lisa Morgan (CRD# 5155338) is an Investment Advisor Representative working at Voya Retirement Advisors, LLC in South Glastonbury, CT and has over 17 years of experience in the finance industry.
CRD# 4579297
Upper Left Wealth Management, LLC
CRD# 2726777
Springboard Asset Management LLC
CRD# 4297910
Milestone Asset Management Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Voya Financial Partners, LLC | Windsor, CT | Sep 2021 - Current | 2 |
| Voya Financial | Windsor, CT | Sep 2021 - Current | 2 |
| Voya Investment Management | Windsor, CT | May 2014 - Current | 9 |
| Voya Investments Distributor, LLC | Windsor, CT | May 2014 - Current | 9 |
| Voya Investment Management Company LLC | New York, NY | May 2014 - Current | 9 |
| Ing Investment Management Company | New York, NY | Mar 2009 - May 2014 | 5 |
| Ing Investments Distributor | Scottsdale, AZ | Jan 2008 - May 2014 | 6 |
| Ing Investment Management | Hartford, CT | Feb 2003 - May 2014 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2006 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2009 |
- CT
-
Total Assets Under Management27,041MILLIONS
-
Total Number of Accounts11,767ACCOUNTS
-
Average Account Value$2,298,015
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.